See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,381 | $177,572-51.4% | $154,803-44.2% | $142,382-39.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.04% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,304 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $1,783 | $6,272-71.6% | $5,540-67.8% | $6,507-72.6% |
| Admin fee / account holder | $56,841 | $16,786+238.6% | $14,329+296.7% | $12,624+350.3% |